Integration Of Social Media With CRM In Banking And Financial Services

Comments: 2

  • Thanks for sharing this information, Luisa!
    It is surprising that a majority of banks haven’t begun to integrate or fully utilize social CRM platforms, to manage and encourage relationships with clients. The stated examples provide empirical evidence that social CRM is a powerful tool, if a business is willing to fully commit to adoption. As a member of the GreenRope family, I always recommend that adoption must occur in all departments of the company. This is to deter data stagnation, as well as organizing flow of incoming data. Furthermore, as technology progresses adoption will allow your company to adjust to future market trends and the data associated with these potential trends.

  • Interesting article.

    A good example of social media for financial services is Navatar Deal Connect ( which connects bankers and dealmakers around the world, and is free.

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